BMA
Brooks Moore & Associates’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Hold |
29,726
| – | – | 0.7% | 43 |
|
|
2025
Q1 | $1.22M | Hold |
29,726
| – | – | 0.69% | 44 |
|
|
2024
Q4 | $1.29M | Sell |
29,726
-500
| -2% | -$21.7K | 0.76% | 42 |
|
|
2024
Q3 | $1.29M | Buy |
30,226
+88
| +0.3% | +$3.76K | 0.76% | 42 |
|
|
2024
Q2 | $1.17M | Sell |
30,138
-5,663
| -16% | -$220K | 0.75% | 39 |
|
|
2024
Q1 | $1.4M | Sell |
35,801
-2,815
| -7% | -$110K | 0.9% | 35 |
|
|
2023
Q4 | $1.43M | Sell |
38,616
-7,739
| -17% | -$286K | 0.98% | 34 |
|
|
2023
Q3 | $1.33M | Sell |
46,355
-9,556
| -17% | -$273K | 1% | 32 |
|
|
2023
Q2 | $1.7M | Sell |
55,911
-2,625
| -4% | -$79.7K | 1.19% | 30 |
|
|
2023
Q1 | $2M | Buy |
58,536
+3,454
| +6% | +$118K | 1.43% | 28 |
|
|
2022
Q4 | $2.37M | Buy |
55,082
+2,030
| +4% | +$87.3K | 1.73% | 24 |
|
|
2022
Q3 | $2.31M | Sell |
53,052
-115
| -0.2% | -$5.01K | 1.87% | 23 |
|
|
2022
Q2 | $2.52M | Sell |
53,167
-10,458
| -16% | -$496K | 1.82% | 23 |
|
|
2022
Q1 | $3.61M | Buy |
63,625
+200
| +0.3% | +$11.3K | 2.21% | 15 |
|
|
2021
Q4 | $3.71M | Buy |
63,425
+212
| +0.3% | +$12.4K | 2.18% | 15 |
|
|
2021
Q3 | $3.71M | Sell |
63,213
-900
| -1% | -$52.8K | 2.43% | 8 |
|
|
2021
Q2 | $3.56M | Buy |
64,113
+3,015
| +5% | +$167K | 2.27% | 10 |
|
|
2021
Q1 | $3.56M | Sell |
61,098
-482
| -0.8% | -$28.1K | 2.41% | 9 |
|
|
2020
Q4 | $2.95M | Buy |
61,580
+575
| +0.9% | +$27.6K | 2.29% | 13 |
|
|
2020
Q3 | $2.32M | Sell |
61,005
-752
| -1% | -$28.6K | 2% | 16 |
|
|
2020
Q2 | $2.32M | Buy |
61,757
+652
| +1% | +$24.5K | 2.17% | 16 |
|
|
2020
Q1 | $1.88M | Sell |
61,105
-9,252
| -13% | -$285K | 2% | 15 |
|
|
2019
Q4 | $3.96M | Buy |
70,357
+23,470
| +50% | +$1.32M | 3.14% | 5 |
|
|
2019
Q3 | $2.5M | Buy |
46,887
+14
| +0% | +$747 | 2.11% | 13 |
|
|
2019
Q2 | $2.3M | Sell |
46,873
-324
| -0.7% | -$15.9K | 1.98% | 13 |
|
|
2019
Q1 | $2.2M | Sell |
47,197
-350
| -0.7% | -$16.3K | 2% | 14 |
|
|
2018
Q4 | $2.06M | Buy |
+47,547
| New | +$2.06M | 2.07% | 13 |
|